Divergent Planning

Divergent Planning is a fee-only, independent Registered Investment Advisory firm headquartered in Bethesda, Maryland. The company is a small business, with 6 employees and annual revenue of $2.5 million. Divergent Planning provides personalized wealth management services for a range of clients including pre-retirees, mid-career professionals, and government employees. Their services encompass a wide range of financial needs, from savings and expenses to retirement, investments, Social Security, and tax planning. Divergent Planning differentiates itself through its "ensemble approach" to financial planning. This collaborative model involves multiple financial specialists working together to create a comprehensive financial plan for each client. They also utilize systems designed to ensure accountability and follow-through, keeping clients on track to achieve their financial goals. Divergent Planning can be reached online at divergentplanning.com. The company offers both in-person and remote meetings to accommodate client needs and serves clients throughout Maryland, Virginia, Washington, D.C., and nationwide.